LL Financial Services, LLC - Ossining (NY)

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Carl L Jan 3, 2025-everything I said on 9/5/2024-is still true today and many other visits. 9/5/2024-Consistently excellent customer service since 1983, under different bank owners. Recent special mentions for current Mgr Mary, Ast Kim, cashier Anneth and yesterdays cashier that I did not get her name yet. Each of the above is always professional, friendly helpful and does their job well. Anneth, who I usually deal with is ALWAYS PLEASANT, and EFFICIENT. 3/19/2025 This banks team is ALWAYS a pleasure to deal with. ----------- Every single visit ALWAYS deal with EXCELLENT PEOPLE WHO DO THEIR JOB WELL AND MAKE BANKING HERE A PLEASURE. Please never change A VERY WELL RUN BRANCH Carl 9/4/25-ATM cashier great; as usual (Sorry do not remember your name, but she knows mine & greets me) A great bank team and the reason I use NBT bank. Thank you for great service Carl L

Jeremy Bates Have had a great experience here for a long time!